Aspen Technology

Apex Optimisation Limited • Apex Optimisation Technologies B.V. • Apex Optimisation (UK) Ltd • Argent & Waugh Limited • Aspen Tech de Mexico • Aspen Tech India Private Ltd. • Aspen Technology (Asia) Inc. • Aspen Technology Australia • Aspen Technology International, Inc. • Aspen Technology LLC ...

IRS number

42739697

Latest filings (excl ownership)

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15-12B

Securities registration termination

26 May 22

S-8 POS

Registration of securities for employees (post-effective amendment)

18 May 22

S-8 POS

Registration of securities for employees (post-effective amendment)

18 May 22

S-8 POS

Registration of securities for employees (post-effective amendment)

18 May 22

8-K

AspenTech Completes Emerson Transaction, Expanding

Business combination disclosure

4 May 22

8-K

Departure of Directors or Certain Officers

4 May 22

425

Business combination disclosure

3 May 22

8-K

Entry into a Material Definitive Agreement

3 May 22

Transcripts

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Earnings call transcript

2022 Q4

8 Aug 22

Earnings call transcript

2022 Q3

28 Apr 22

Earnings call transcript

2022 Q2

27 Jan 22

Earnings call transcript

2022 Q1

28 Oct 21

Earnings call transcript

2021 Q4

12 Aug 21

Earnings call transcript

2021 Q3

29 Apr 21

Earnings call transcript

2021 Q2

28 Jan 21

Earnings call transcript

2021 Q1

8 Nov 20

Earnings call transcript

2020 Q4

12 Aug 20

Earnings call transcript

2020 Q3

9 May 20

Latest ownership filings

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SC 13G/A

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

Jr. Robert M. Whelan,

Financial summary

Financial statements Chart financial data

Quarter (USD)	Mar 22	Dec 21	Sep 21	Jun 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Jun 21	Jun 20	Jun 19	Jun 18
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	285.22 mm	285.22 mm	285.22 mm	285.22 mm	285.22 mm	285.22 mm
Cash burn (monthly)	(no burn)	2.66 mm	(no burn)	(no burn)	(no burn)	(no burn)
Cash used (since last report)	n/a	90.31 mm	n/a	n/a	n/a	n/a
Cash remaining	n/a	194.91 mm	n/a	n/a	n/a	n/a
Runway (months of cash)	n/a	73.4	n/a	n/a	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q3 2024

Aspen Technology institutional ownership history Ownership history

13F holders	Current	Prev Q	Change
Total holders	414	388	+6.7%
Opened positions	70	61	+14.8%
Closed positions	44	50	-12.0%
Increased positions	155	144	+7.6%
Reduced positions	137	128	+7.0%

13F shares	Current	Prev Q	Change
Total value	6.62 tn	5.56 tn	+19.1%
Total shares	65.46 mm	65.50 mm	-0.1%
Total puts	11.40 k	25.80 k	-55.8%
Total calls	29.60 k	66.30 k	-55.4%
Total put/call ratio	0.4	0.4	-1.0%

Largest owners	Shares	Value	Change
EMR Emerson Electric	36.31 mm	$0.00	0.0%
Kayne Anderson Rudnick Investment Management	4.16 mm	$993.18 bn	+1.7%
BlackRock	4.02 mm	$959.79 bn	NEW
Vanguard	2.79 mm	$667.43 bn	+2.6%
STT State Street	997.25 k	$238.16 bn	-1.9%
Nordea Investment Management Ab	917.12 k	$214.57 bn	-2.7%
First Manhattan	893.90 k	$213.48 bn	+2.6%
Neuberger Berman	879.30 k	$209.99 bn	+0.7%
Dimensional Fund Advisors	611.36 k	$146.00 bn	+16.5%
CMTDF Sumitomo Mitsui Trust	582.68 k	$139.16 bn	+5.2%

Largest transactions	Shares	Bought/sold	Change
BlackRock	4.02 mm	+4.02 mm	NEW
BLK BlackRock	0.00	-3.94 mm	EXIT
Pertento Partners	0.00	-222.93 k	EXIT
Two Creeks Capital Management	193.88 k	-221.25 k	-53.3%
Norges Bank	0.00	-198.74 k	EXIT
Wellington Management	330.50 k	-196.22 k	-37.3%
JPM JPMorgan Chase & Co.	363.45 k	+171.35 k	+89.2%
Voya Investment Management	208.43 k	+161.83 k	+347.3%
International Assets Investment Management	121.80 k	+121.80 k	NEW
American Capital Management	195.27 k	+105.25 k	+116.9%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.